Co-Founder & Head of Customer Engagement
Deepak brings over 17 years of experience in delivery excellence and customer engagement. In his previous role, he was heading Customer Delivery & Excellence team at Tech Mahindra UK division. He has worked across the globe from Asia, America, Europe and Australia with several prestigious customers. Deepak is passionate about Personal Finance space and wants to spread financial awareness amongst masses. He did his MBA from IIM-B and graduation from IIT-R.
Co-Founder & Head of Sales and Marketing
Shailendra holds certification in Financial Markets from Yale University (US) and B.E in Electronics from IIT-Roorkee. Shailendra has over 17 years of experience in Sales & Delivery of complex projects in embedded mobile domain. He has strong entrepreneurial instincts and has a goal of developing process driven and scalable financial advisory company. He believes that Technology can be leveraged to provide affordable and high quality financial advise to masses.
Co-Founder & Head of Technology and Analytics
Shrikant brings more than 15 years of Tech experience as Solution Architect and Lead consultant. He was early team member of i2 technologies. Ex-COO of Calm.io which got recently acquired by Nutanix Inc. He has a PhD in Economics from IIM-B and is passionate about use of technology in Finance.
Associate Financial Advisor :
• Understanding customer requirement and creation of a comprehensive Financial plan for the customer. We have an in-house tool to create the Financial plan. We will provide training for the same.
• Analysis of customer’s current portfolio and advising him to sell / redeem his bad assets.
• Prepartion of half yearly Review report for the customers.
• Assisting the research team in analysis of mutual funds, PMS and other products.
• Computation of fees for the customers.
"If you got any questions, please do not hesitate to send us a message. We reply within 24 working hours."
#4020, 2nd Floor, 17th Main, 1st Cross, Indiranagar, Bengaluru, Karnataka 560008